Pacifica Partners Capital Management is an established investment boutique providing customized portfolio management solutions to both Canadian and US investors. We are industry leaders in cross-border wealth management, are independent fee-only investme
Jan Hobbs Financial Group. Barrons top 100 advisor specializing in comprehensive wealth management strategies and cross generational planning. Jan Hobbs and Donna Potiker bring unique insight to a clients entire financial portfolio.
Cardinal Point is a cross-border wealth management firm servicing the financial, investment, tax and estate planning needs of Canadians living in Texas
Cardinal Point is a cross-border wealth management firm servicing the financial, investment, tax and estate planning needs of Canadians living in California
Cardinal Point is a cross-border wealth management firm servicing the financial, investment, tax and estate planning needs of Canadians living in Florida
Cardinal Point is a cross-border wealth management firm servicing the financial, investment, tax and estate planning needs of Canadians living in Texas
Kennedy Black Wealth Management offers independent financial advice, wealth management and comprehensive financial planning to affluent professional and high net worth individuals in London and Beaconsfield